High-beta emerging market currencies like the Brazilian real are volatile on commodity swings. Global macro investing desks recommend selective exposures tied to stable fiscal policy regimes while avoiding unsustainable debt structures. Louis Moore Bacon ( Trades , Portfolio ) added a total of 153 stocks, among them: And so, you know, right, right out of school, I, I was just enthralled with financial markets. I was always a math and science guy. There are those two, I guess you're probably all of them, John. You probably have the, the, the, the ability to assimilate language and reading and, and math and science. Global macro investing models forecast modest upside in commodities as crude oil stabilizes near $78 per barrel. Supply-demand balances and OPEC+ production decisions remain crucial catalysts for energy stocks, especially in inflation-sensitive portfolios.
